USA Financial Formulas’s FormFactor FORM Stock Holding History

USA Financial Formulas’s Portfolio FORM Stock Details FORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116K	Buy	726 +254	+54%	+$33.7K	0.02%	170
2026 Q1	$45.8K	Buy	+472	New	+$40.6K	0.01%	227
2024 Q3	–	Sell	-1,079	Closed	-$65.3K	–	305
2024 Q2	$65.3K	Buy	+1,079	New	+$56.3K	0.01%	205
2023 Q4	–	Sell	-92	Closed	-$3.21K	–	416
2023 Q3	$3.21K	Buy	+92	New	+$3.09K	﹤0.01%	287
2021 Q1	–	Sell	-3,925	Closed	-$169K	–	373
2020 Q4	$169K	Buy	3,925 +2,491	+174%	+$90K	0.13%	130
2020 Q3	$36K	Buy	+1,434	New	+$40K	0.03%	136
2020 Q2	–	Sell	-15,708	Closed	-$316K	–	268
2020 Q1	$316K	Buy	15,708 +5,390	+52%	+$129K	0.2%	91
2019 Q4	$268K	Buy	+10,318	New	+$233K	0.11%	99
2017 Q4	–	Sell	-32,166	Closed	-$542K	–	293
2017 Q3	$542K	Sell	32,166 -1,930	-6%	-$27.4K	0.13%	157
2017 Q2	$423K	Buy	+34,096	New	+$440K	0.1%	188

Other funds holding FORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

USA Financial Formulas's FORM Position: Q2 2026 in Review

USA Financial Formulas increased its FormFactor (FORM) stake by 54% in Q2 2026, buying an estimated $33.7K and bringing the position to 726 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #170.

USA Financial Formulas first reported a position in FORM in Q2 2017 and has held it in 10 quarters since. The position peaked at $542K in Q3 2017. 508 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

USA Financial Formulas held 726 shares of FormFactor worth $116K as of Q2 2026.
USA Financial Formulas bought 254 FormFactor shares in Q2 2026, an estimated $33.7K.
FormFactor made up 0.02% of USA Financial Formulas's portfolio in Q2 2026, its #170 holding.
USA Financial Formulas first reported a position in FormFactor in Q2 2017 and has held it in 10 quarters since.
USA Financial Formulas's FormFactor position peaked at $542K in Q3 2017.
508 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.